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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,216 | $56,894-53.9% | $84,753-69.1% | $62,881-58.3% |
| Participation rate | 85.2% | 68.5%+16.6pp | 76.6%+8.6pp | 69.3%+15.9pp |
| Annual return | 3.80% | 6.30%-2.5pp | 22.78%-19.0pp | 20.14%-16.3pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,653 | $2,709-39.0% | $3,712-55.5% | $3,203-48.4% |
| Admin fee / account holder | $467 | $3,581-87.0% | $5,333-91.2% | $4,296-89.1% |